Eric Serfaty
Investment adviser representative at Insigneo Advisory Services, LLC
19 yearsExperience
2 statesRegistered in
$5.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Insigneo Advisory Services, LLCAug 2023 to now
- Insigneo Securities LLCAug 2023 to now
- Oppenheimer & Co. IncNov 2022 to Aug 2023
- UBS Financial Services Inc.Jan 2010 to Nov 2022
- UBS International IncSep 2007 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4087108
- Firm CRD
- 282589